Ralph B. Linzmeier - Morgan Stanley Financial Advisor - Irvine, CA
Morgan Stanley
Ralph B. Linzmeier
Portfolio Management Group
Managing Director, Wealth Management
Financial Advisor
Senior Portfolio Management Director
1901 Main Street Penthouse
Irvine, CA 92614
tel: (949) 955-7542
toll-free: (800) 533-3402 
fax: (949) 833-3542
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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

  • Man of Character Search Foundation
    Boy Scouts of America
  • Served United States Air Force for 6 years
  • United States Air Force Academy Alumni Association
  • Asset Management
  • Access to Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning Strategies
  • Family Consulting
  • Wealth Management
  • Alternative Investments
Education and Licensing
  • MBA - Finance, 1979
    Abilene Christian University
    Abilene, TX
  • BS - Engineering Management, 1974
    United States Air Force Academy
    Colorado Springs, CO
  • Series 7 - NYSE/NASD General Securities License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 3 - Commodities
  • Life & Health Insurance License
Honors and Recognition
  • Director's Council
    Smith Barney
  • Chairman's Council
    Smith Barney
  • President's Council
    Smith Barney
  • Century Council
    Smith Barney
  • Blue Chip Council
    Smith Barney
  • Bronze Pelican Award for Service
  • District Award of Merit
    Boy Scouts of America
  • Scout Master Award of Merit
    Boy Scouts of America
Business Experience
  • 1982 - Present: Morgan Stanley*

    Senior Vice President
    Irvine, CA

Bulletin Board
  • You can access your investment accounts by clicking on Log In To Your Portfolio.

  • It has been a pleasure working with all of our clients over the past several years. We appreciate the time and the commitment that each client has made to their own financial well-being.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Ralph B. Linzmeier holds the following registrations:
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1380682

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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